Understanding the Difference Between One-Step and Two-Step Order Forms

Modified on Mon, 05 Dec 2022 at 11:40 PM

This article will run through the differences between a one-step and two-step order form and cover use cases for each. While both forms let you collect contact, shipping, and payment information from leads who opt-in to your product or service offering, they are structured differently. You can embed the one-step and two-step order form elements directly in funnels or websites.

 Part 1: What is a one-step order form?

A one-step order form collects contact, shipping, and payment information all in one form. When the lead presses “Complete Order,” their information is stored and payment is completed.

What is a two-step order form?

 A two-step order form collects contact and shipping information in one step, then collects payment information in a second step.

The benefit of a two-step order form over a one-step order form is that with a two-step, if the contact fills out their information in step one, presses submit, then doesn’t complete step two, you have their contact information and can use it in various ways to remind them of their intent to purchase.

Check out our “Workflow Abandoned Cart Template” article for more information on how to do this with a two-step order form.

Part Two: Setting up an Order Form

Step 1: Navigate to Sites in the sidebar, and click on Funnels. 

  • Add a Funnel step and Click create from Blank.

  • Drag and drop the width and Type of Columns you would like in this page layout

  • Click Add Element
  • In the side editing bar drag and drop a One (or Two) Step Order Form into the working area.

Step 2: Customize your Order Form

  • After you drag and drop the order form into the working area, click anywhere in the form for the left-side editing bar to appear
  • Under the General tab, you can edit the look of the form
  • Under the Advanced tab, you can edit the functionality of the form.

  • Here you can enable:
    • Cart Mode (See article, “ Cart Mode in One-Step and Two-Step Order Forms”)
    • Product Description
    • Order Bump
    • Coupon Codes

Step 3: Save.

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